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Smart Coupons

Smart Coupons provide a powerful, “all in one” solution for gift certificates, store credits, discount coupons and vouchers.

The plugin allows customers to buy credits for themselves or gift them to others. It automatically issues coupons on product purchase, provides “Apply Coupon with One Click” technology and more.

Features ↑ Back to Top

  • Create coupons of a new type – Store Credit/Gift Certificate. Credit balance will be managed automatically.
  • Auto Generate any coupon – Generate a unique coupon code with predefined attributes.
  • Prefix – Suffix for any coupon.
  • Option to pick the product’s price as the coupon’s amount – Allows customer to buy any credit amount from single product.
  • Link any coupon to a product – New or existing. Customers automatically get the coupon when purchasing the product.
  • Gift Certificates – Create a new product and call it a Gift Certificate/Voucher or anything else that suits your business. Add details and pricing, and associate a Store Credit/Gift Certificate coupon with it. Customer can enter the email address of the person to send the coupon during checkout. They may also add a custom message.
  • Send a Gift Certificate/Store Credit to many people with a single order.
  • Works great with Chained Products – Allows you to create product combos that include other products and gift vouchers for future purchase, increasing the overall value of the offer.
  • Works with WooCommerce Subscriptions.
  • Link as many coupons as you like with a product.
  • Link coupons with any product type – Standard, digital, variable, etc.
  • Automatic Balance Maintenance – Credit coupon balance is reduced automatically.
  • Automatic Deletion on Zero Balance – Credit/certificate is deleted automatically when balance reaches zero. No need to spend time on this.
  • Unique coupon code generation for all credits/gift certificates.
  • Tight security – Coupons can be associated with customers, and credits can be used only by their beneficiaries.
  • Unique Apply Coupon with One Click technology – Logged-in customers will see available coupons on cart/checkout pages and can apply coupon with single click. No digging into mailboxes, and time/attention wasted during the critical checkout process.
  • Generate and Export/Import coupons in bulk.
  • Set expiry dates of coupons in Days, Weeks, Months & Years.
  • CSS classes to style coupons visible to customers.
  • Offer Credits at a Discount – Link coupon with any product and set the product’s price lower than the coupon’s value. Offer a discounted gift certificate. We’ve seen a huge increase in sales using this method. You get money in advance, and customer keeps coming back to the store to buy more. In tests, we discovered that 84% customers bought more than the gift certificate value.
  • Carry forward benefits of WooCommerce coupon system: Limit coupons to specific products, validity period, usage times, expiry date, etc.
  • Convenient and familiar coupon management interface – No need to learn a new interface to manage Smart Coupons.

Screenshot Gallery ↑ Back to Top

Here’s how you can set new coupons, and how they work for the user.

 

add-coupons-to-product
Add coupons to product

 

"Apply Coupon with One Click" technology in action
“Apply Coupon with One Click” technology in action

 

Coupon applied with one click
Coupon applied with a single click

 

Coupons Available to Current User Show on Checkout too
Coupons Available to Current User Show on Checkout too

 

Coupon code with auto generated code and prefix suffix
Coupon code with auto generated code and prefix suffix

 

 

Installation ↑ Back to Top

  1. Install or ensure that you have latest version of WooCommerce.
  2. Make sure coupons are enabled in your store. If it’s not enabled, enable it. You can find that setting under WooCommerce -> Settings -> Checkout -> Checkout OptionsEnable coupon in store
  3. Unzip and upload the folder woocommerce-smart-coupons to your: /wp-content/plugins/ directory.
  4. Activate WooCommerce Smart Coupons via the Plugins menu in WordPress.
  5. After activating Smart Coupons, you will be redirected to Welcome Page of Smart Coupons which describes Features & FAQ’s.

Note: Smart Coupons menu is merged with the existing coupons menu of WooCommerce i.e. you can find Smart Coupons’ sub-menu as shown in screenshot below:

Smart Coupons Menu

Creating a Coupon ↑ Back to Top

  1. Go to: WooCommerce > Coupons.
  2. Add new coupons. If you want to create a credit-based coupon, Store Credit or Gift Certificate, use Store Credit/Gift Certificate as the type.
  3. Add other coupon details.
  4. Save.

If you need help with adding coupons in WooCommerce, see: Coupon Management.

Linking a Coupon with a Product ↑ Back to Top

Linking a coupon with a product allows you to give a coupon to customers who purchase a specific product. After the purchase is complete, the customer receives the coupon in his account, ready to be applied to the next order.

  1. Add a new product or edit an existing one.
  2. Select Coupons under the General tab.
  3. Enter the name of a coupon you want to give a customer with this product.
  4. Select the coupon from the suggestions displayed.
  5. Add as many coupons as you like.

    Add coupon to product
    Add coupon to product
  6. Set up price and other details for the main product.
  7. Click Update or Publish to save changes.

Auto Generate Unique Codes ↑ Back to Top

Any coupon can be used to as a template to auto-generate new and unique coupons but with same attributes as the original. This feature also increases security, as people then can’t share coupons since auto-generated coupons are restricted to a customer’s email address.

To set up auto-generation:

  1. Add a new coupon (or edit existing coupon).
  2. Go to: Auto Generation of Coupon and enable.
    *Note: This field is only available for discount types other than Store Credit/Gift Certificate because the auto-generation feature is default behavior for Store Credit/Gift Certificate.

    Coupon code with auto generated code and prefix suffix
    Coupon code with auto generated code and prefix suffix
  3. Set up a prefix and/or suffix if you wish.
  4. Save.

To associate this coupon with a product, see: Linking a Coupon with a Product.

Adding Prefix/Suffix to coupon code ↑ Back to Top

Prefix/Suffix will only be added when Auto Generation of Coupon is enabled for a coupon.

To use this feature:

  1. Add a new coupon or edit existing coupon.
  2. Enable Auto Generation of Coupon.
  3. Enter text to be used as Prefix/Suffix in respective fields.

    Coupon code with auto generated code and prefix suffix
    Coupon code with auto generated code and prefix suffix
  4. Save.

To associate this coupon with a product, see: Linking a Coupon with a Product.

Store Credit/Gift Certificate of any amount ↑ Back to Top

To allow customers to purchase a Store Credit/Gift Certificate in an amount/denomination/quantity of their choice:

  1. Go to: WooCommerce > Coupons.
  2. Create/add a new coupon.
  3. Give it a title, i.e., GenerateCalledStoreCredit.
  4. Select Store Credit/Gift Certificate as Discount type. Important: Leave coupon amount blank.
  5. Enable Pick Product’s Price?
  6. Enter Prefix/Suffix (optional).
  7. Save.

Setup for Product:

  1. Add or edit an existing Simple Product.
  2. Name the product, i.e., Store Credit/Gift Certificate.
  3. Important: Leave Regular Price & Sale Price fields blank.
  4. Go to Coupons
  5. Search for and select coupon created in above step, i.e., GenerateCalledStoreCredit.WC-Product-Data
  6. Save. You’re done!

Now your customer can purchase a Store Credit/Gift Certificate in any amount.

Note: Feature is compatible with Name your price.

Important: If you’ve any coupon in your store, which can be used to buy this store credit / gift certificate, make sure to set ‘Usage limit per user’ under ‘Usage Limits’ to 1. Otherwise, your customer will get real credit at discounted rate for multiple times, It may result in overall loss for your store.

Usage limit per user
Usage limit per user

Store Credit/Gift Certificate of any amount – Examples

  1. Customer visits the product’s page, which allows customer to purchase credit in any amount.
  2. Customer enters amount of credit he/she wants to purchase.
  3. Quantity can adjusted, if customer wants to purchase more than one credit, i.e., A credit for £600 in the form of gifts of £300 each for 2 people. Customer would enter 300 in provided box and increase quantity to 2.
  4. Customer goes through normal purchase process – Add to cart, checkout, payment, etc.
  5. On checkout page, customer can enter recipient’s details, if they want to forward the credit to someone else.
  6. After payment is completed, a credit is generated and forwarded via e-mail to recipient(s).[hr]
  7. Sender is informed with an acknowledgement e-mail.

Sent/Received Coupon Details ↑ Back to Top

Smart Coupons v2.1+ comes with a new feature, allowing the store admin and customer to see sent/received coupon’s details.

Coupon Received:

It shows all coupons/credits that are sent to you by others.

By default, it shows basic details. To see more details like who is sender & receiver & what is the message, you can click on the coupon.

Examples of this feature:

  • View from the admin side:
  • View from the customer side:

Available Store Credit / Coupons:

It shows all the coupons/credits that you have earned while shopping on that website. For example, while purchasing product A, you got a coupon with it. So that coupon will come under ‘Available Store Credit / Coupons‘ section.

All earned & received coupons on My Account page
All earned & received coupons on My Account page

Importing coupons in bulk through a CSV file ↑ Back to Top

Smart Coupons gives you the ability to bulk import coupons using a structured CSV file.

A sample.csv file is included in the Smart Coupons plugin folder within your WordPress install. You can use this as a starting point to create an import file.

  1. Go to: WooCommerce > Coupon.
  2. Click Bulk Generate / Import Coupons tab next to Coupons.
  3. Click the Import Coupons link under it.
  4. Upload a CSV file using Choose File. Click the Upload file & import button.
  5. You can also send the generated coupon code to respective customer at the time of import. This works with the Email Restrictions option. Any email addresses you entered will receive coupons once coupons are generated.map-import-fields
  6. Click Submit when asked to map fields from CSV file to its respective attributes to upload coupons. Wait for a message about importing.

Generate and Export/Import Coupons in bulk ↑ Back to Top

Smart Coupons allow you to generate coupons in bulk with all necessary options required for coupon.

  1. Go to: WooCommerce > Coupon.
  2. Click the Bulk Generate / Import Coupons tab next to Coupons.For more details, see Coupon Management.
  3. Choose whether to import generated coupons in your store or export coupons in .CSV file or email the generated coupons to the customer via email.

This feature provides complete support for Import and Export of coupons in WooCommerce, which you can use if/when moving your store.

Automatically set expiry date ↑ Back to Top

You can define the expiry date of a coupon in days, weeks, months and years. The feature automatically sets expiry date of a generated coupon according to date of issuance.

Automatically set expiry date
Automatically set expiry date

You can find this setting on the edit page of every coupon. To use this feature, enable Auto Generation.

Sell Gift Certificate of fixed amount ↑ Back to Top

You can sell store credit / gift certificates of fixed amount by creating product variations.

  1. Go to: WooCommerce > Coupons.
  2. Create/add a new coupon.
  3. Select Discount type as Store Credit/Gift Certificate.
  4. Important: Leave Coupon amount blank.
  5. Enable Pick Product’s Price?
  6. Save.
  7. Create product variations, where each variation has a unique and fixed price.
  8. Associate the above created coupon with this product.
  9. When customer will purchase any product variation, a coupon with same price as of the variation, will be created & will be emailed to respective customers.

    Sell gift certificate of fixed amount
    Sell gift certificate of fixed amount

Immediately sending Store Credit ↑ Back to Top

  1. Go to: WooCommerce > Coupon and then the Send Store Credit tab.
  2. Enter E-mail ID, Credit amount  and Message (optional).
  3. Click Send to send Store Credit immediately.

You’ll receive a success message after sending the Store Credit.

Resend coupons ↑ Back to Top

Generated coupons sometimes fail to be delivered, and the buyer will ask for the coupon details.

Features available in WooCommerce core can resend  some emails to customers, such as the Customer invoice. Coupons generated after the order are included in the Customer invoice, so you can use this feature to resend coupon details.

To resend coupon’s details:

  1. Open the order.
  2. Go to: Order Actions
  3. Select Customer Invoice
  4. Click the round button with the arrow (marked in screenshot).

    Resend coupon's details
    Resend coupon’s details

A buyer can send a store credit as a gift card to a friend. If they are asking to send coupon’s details to a friend directly, this is not possible. You can send a Customer invoice to the buyer and ask them to copy and send the coupon details to his/her friend.

Improved look and style of coupons ↑ Back to Top

Customers can view their available coupons on the Cart page, Checkout page and on the My Account page. You can use CSS to style the appearance.

Default styles available in Smart Coupons:

Display style of coupons
Display style of coupons

Improved Receiver details form ↑ Back to Top

  • You can send a store credit to yourself or gift a store credit to someone else.
  • If you want to send more than one gift card, you have separate message fields for each gift card.
  • All generated coupon details are stored in order meta.
Improved receiver details form
Improved receiver details form

Change/Modify/Replace/Override Email Sent From Smart Coupons ↑ Back to Top

All emails sent from Smart Coupons, including the coupon code, are sent via an existing template that is located inside the 'templates' directory of Smart Coupons. If you want to change or modify content of an email or if you want to the change layout, there are two ways to do it.

    • Apply change in file:
      Open file '/woocommerce-smart-coupons/templates/email.php'. Modify its content and style, as needed. Note: This method is not recommended, as you’ll lose changes after updating Smart Coupons to newer version.
    • Use another template file:
      Use your own email template in place of the default one provided by Smart Coupons.

      1. Create a template file and keep the file name as: email.php. Other file names will not work.
      2. Open your themes folder and create new folder. Keep the folder’s name as: woocommerce-smart-coupons
      3. Place file email.php inside woocommerce-smart-coupons
      4. The file path of your email template should be: /wp-content/themes/your-theme-folder/woocommerce-smart-coupons/email.php

      Smart Coupons will use your template file (if found) for all emails sent from Smart Coupons.

      If you encounter issues, file a Support ticket.

Translation ↑ Back to Top

It is possible to translate Smart Coupons in your language. There are various methods to translate a plugin. If those methods are not working, you can try following steps, as these steps are tested:

  1. Check wp-config.php file, whether WP_LANG_DIR is already defined. If not, add following line in your wp-config.php file
    define ('WP_LANG_DIR', '/home/<user>/public_html/<wordpress_directory>/wp-content/languages');
  2. Now go to this path: /home/<user>/public_html/<wordpress_directory>/wp-content/languages
  3. Create a new directory & name it as woocommerce-smart-coupons
  4. Install & activate a free WordPress plugin – Loco Translate
  5. Navigate to Loco Translate > Manage translations from sidebar admin menu
  6. Locate WooCommerce Smart Coupons under Plugins
  7. Check if a language file for your language already exists. If it exists, click to edit OR if it doesn’t exist, click New language to add translation for your language
  8. Select your language from dropdown menu & click Start translating
  9. You’ll see 2 column: left containing texts from the plugin. Select one of them & add translated text for this from below. Repeat the steps for other texts also
  10. Once done, Save it using Save button. If sufficient permissions for saving are not there, download PO & MO file
  11. Upload these files to /home/<user>/public_html/<wordpress_directory>/wp-content/languages/woocommerce-smart-coupons
  12. Make sure these files have proper read permission, otherwise texts will not be translated
  13. You can also place these PO & MO file inside languages directory of the plugin, but it is not recommended, as you’ll loose it when you’ll update the plugin
  14. That’s it. Now Smart Coupons should display your texts. If your translation is not loading, you can contact us from here
Note: The above is considered a customization. We are happy to provide guidance, but we are unable to provide support or help to suit your store. Only use it if you are comfortable with PHP and custom coding, and troubleshooting on your own.

Smart Coupons Shortcode ↑ Back to Top

Smart Coupons shortcode has many features from ‘showing a coupon’ to ‘automatically creating and/or showing coupon for current user’.

Smart Coupons shortcode will do nothing, if it is embedded on a page/post/any other place & a guest user is accessing it. Shortcode will only work for registered & logged in users.

When to use Smart Coupons Shortcode (some examples):

You can use Smart Coupons shortcode in following 2 cases:

  1. On any post / page, when a registered user will visit, store will automatically create a coupon/credit & will show its code, that will be specific to him/her only, and you don’t want to create coupon for guest user or visitor.
  2. You have an existing coupon, you don’t want to generate unique code for each user, but you also want that the coupon can be used by a registered user only.

How to setup above 2 cases?

Case 1:

Here, you want your registered customer to see a new unique code for coupon/credit, which will be used by him/her only.

  • For Credit: You can enter following code in editor of page or post:
    [smart_coupons coupon_amount="12" coupon_style="dashed green medium"]
    This will create a new store credit having amount 12 and will display the code with style.
    Important: Above code will keep creating a new store credit on each refresh of that page or post in which it is included.
  • For Coupon: If you want to generate a replica of an existing coupon, but with different code, you can follow these steps:
    1. Click ‘Smart Coupons Shortcode’ button

      Smart Coupon Shortcode Button
      Smart Coupon Shortcode Button
    2. Search & select that existing coupon

      Smart Coupons Shortcode Search Result
      Smart Coupons Shortcode Search Result
    3. Make sure ‘Auto Generation of Coupon’ is checked in above selected coupon. This setting can be found on coupon editing page.

      Auto Generation Checked
      Auto Generation Checked
    4. Optionally, change style of coupon to be displayed
    5. Click ‘Insert Shortcode’
      It should look like this:
      [smart_coupons coupon_code="50_percent_cart" coupon_style="dashed red medium"]

Case 2:

Here, you want all your registered user to see same coupon code and it should not be valid for a guest user or visitor.

  • For Credit: Not applicable, because same store credit can not be used by any other user. A store credit will be valid for a single user only.
  • For Coupon: You have an existing coupon, and you want that this coupon should be applicable for only registered user. But adding email addresses of all registered user, manually under ‘Email restrictions’ is difficult. Even maintaining it for newly registered user is also not possible.
    Smart Coupons shortcode can automatically do this for you. Setup the shortcode as mentioned below. The result would be, when a registered user will access the page or post where that shortcode is embedded, his/her email address will be added automatically under ‘Email restrictions’.
    The steps are exactly same as for Case 1: For Coupons. The only difference is in 3rd step. Here you need to make sure that ‘Auto Generation of Coupon’ should be unchecked.

Shortcode: [smart_coupons]

Shortcode Attributes:

  • coupon_code: If this attribute is set, the plugin will look for its existence in store. If found, it’ll simple display it. If not found, it’ll create a new coupon with the provided coupon code. When it’ll try to create a new coupon, it’ll need coupon amount and discount type. If amount not provided, it’ll create new coupon with zero amount. If discount type not provided it’ll set discount type to ‘smart_coupon’.
  • coupon_style
  • discount_type: Default: ‘smart_coupon’
  • coupon_amount
  • individual_use: Default: ‘no’
  • product_ids
  • exclude_product_ids
  • usage_limit
  • usage_limit_per_user
  • limit_usage_to_x_items
  • expiry_date
  • apply_before_tax: Default: ‘no’
  • free_shipping: Default: ‘no’
  • product_categories
  • exclude_product_categories
  • minimum_amount
  • maximum_amount
  • exclude_sale_items: Default: ‘no’
  • auto_generate: Default: ‘no’
  • coupon_prefix
  • coupon_suffix
  • customer_email
  • coupon_style
  • disable_email: Default: ‘no’

Miscellaneous Features ↑ Back to Top

      • Duplicate an existing coupon using the Duplicate link.
      • Filter a coupon list created for specific users by entering the user’s e-mail ID & “Email: ” as a prefix to user’s e-mail.
      • “Apply Before Tax” as another discount type (Before WooCommerce 2.3).Screen Shot 2014-09-30 at 14.55.39
      • “Apply Before Tax” is not applicable for Store Credit/Gift Certificate.
      • Prevent the deletion of store credit after usage. By default, Smart Coupons delete store credits that have a zero balance. You can uncheck the option as shown below to prevent deletion.

        Prevent deletion of store credit
        Prevent deletion of store credit

Additional Settings ↑ Back to Top

Show/hide linked coupons on product page

From version 3.0, this is hidden by default. To enable it again, you’ll need to change a setting.

Follow these steps to enable it:

  1. Open your database & then go to <prefix>options table
  2. Search for the row having option_name as smart_coupons_is_show_associated_coupons
  3. If that row is present in the table, then click on edit and enter option_value as yes and submit the values.
  4. If that row is not present in the table, then Insert new row with
    option_name => smart_coupons_is_show_associated_coupons
    option_value => yes
  5. Submit the values. That’s it!

Disable e-mails getting send from Smart Coupons

From version 3.0.6, you can disable all the e-mails that are getting send from Smart Coupons. To disable it, you’ll need to change a setting.

Follow these steps to disable e-mail getting send from Smart Coupons:

  1. Open your database & then go to <prefix>options table
  2. Search for the row having option_name as smart_coupons_is_send_email
  3. If that row is present in the table, then click on edit and enter option_value as no and submit the values.
  4. If that row is not present in the table, then Insert new row with
    option_name => smart_coupons_is_send_email
    option_value => no
  5. Submit the values. That’s it!

Show/hide coupon description on the coupons

Coupon description is hidden by default. To show it on the coupon, you’ll need to change a setting.

Follow these steps to show coupon description on the coupon:

  1. Open your database & then go to <prefix>options table
  2. Search for the row having option_name as smart_coupons_show_coupon_description
  3. If that row is present in the table, then click on edit and enter option_value as yes and submit the values.
  4. If that row is not present in the table, then Insert new row with
    option_name => smart_coupons_show_coupon_description
    option_value => yes
  5. Submit the values. That’s it!

Change default text of Smart Coupons

The default text of Smart Coupons can be changed. You can find it in WooCommerce -> Settings -> General tab, i.e., texts appearing on the product page, send store credit form page and in emails.

Smart Coupons general settings

FAQ ↑ Back to Top

What’s the URL to my coupon, so it’s automatically inserted when visiting?http://www.mysite.com/?coupon-code=discount5

Replace www.mysite.com with your own URL then replace discount5 with the generated coupon code.

My Store Credit/Gift Certificate is not working (not generating new coupon code).

Please make sure your Store Credit/Gift Certificate coupon code doesn’t have a space in it i.e. coupon code should be like “gift-certificate” & not “gift certificate”

Is Smart Coupons compatible with Subscriptions?

Yes, it works with WooCommerce Subscriptions. If it is not working, contact us.

Can I use Smart Coupons with Bookings?

Yes, it works with WooCommerce Bookings.

Problem with coupons after import.

If dates are entered in your import file, ensure they are in the proper format. Expiry date format should match the format of WooCommerce, which is: YYYY-MM-DD. You can find this format used with any WooCommerce coupon. If you are entering a post date, it should match the date format of the post date, which is: YYYY-MM-DD HH:MM:SS. You can find this format in the posts table of your WordPress database.

 

When I try to add a coupon, I get an ‘Invalid post type’ error?

Check whether use of Coupon is enabled in your store. If it’s not enabled, enable it. You can find the setting at WooCommerce > Settings

Enable use of coupon
Enable use of coupon

Smart Coupons is not sending emails.

Smart Coupons sends an email only after order is marked Completed. Ensure all settings of coupons, products are in place. Check if the order complete email is sending. Also check by switching your theme.

Does it allow printing of a coupon as Gift Card?

No, it doesn’t provide any feature which enables you to take a printout of generated coupon, but if you can take a printout from your email, you can use it as alternative.

I’m using WPML & WPML for multi-currency, but Smart Coupons only changes currency symbol and the price value remains the same.

Currently, Smart Coupon is not compatible with a multi-currency plugin.

Can I limit the number of characters in generated coupon code?

No, currently you cannot limit number of characters in generated coupon code.

Is it possible to remove the Store Credit/Gift Certificate product from a shop page and show it on another page?

No, currently it is not possible.

Is it possible to have a coupon for each variation of the variable product?

No, currently, you cannot set a coupon for each variation.

Can Store Credit be used as Points system to refer/reward a friend?

No, Smart Coupons cannot be used as Points system. Check WooCommerce Points and Rewards.

Which should I use for Account Credit/Gift Certificates? Smart Coupons or PDF Product Vouchers?

Smart Coupons works like account credit, and is linked to a specific account from the time you purchase. It works more like a gift card. If you purchase 3 $10 credits to your store, and link them all to your account email address, you will receive one single $30 credit. You can gift these to others, but you need their email address, as they are linked to specific accounts.

PDF Product Vouchers work more like a traditional paper gift certificate (in fact you make regular paper gift certificates with it), in that it gives you a coupon code that is redeemable for a specific amount of credit to your (physical) store. Your customers can purchase these for a friend, or themselves.

If you want something closer to a gift card, where the funds are linked to your online store account automatically, and managed for you there, go with Smart Coupons.

If you want something more like a gift certificate, where you can print a few out for your buddies, but they will have to turn in the certificate at the (physical) store, you’re probably going to want PDF Product Vouchers.

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